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SPDR S&P 500 ETF Trust

3,661 hedge funds and large institutions have $309B invested in SPDR S&P 500 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 508 funds opening new positions, 1,497 increasing their positions, 1,259 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,661
Holders Change
+360
Holders Change %
+10.91%
% of All Funds
53.66%
Holding in Top 10
1,064
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+14.41%
% of All Funds
15.6%
New
508
Increased
1,497
Reduced
1,259
Closed
88
Calls
$262B
Puts
$448B
Net Calls
-$185B
Net Calls Change
-$10.4B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1701
Cherrydale Wealth Management
New Jersey
$3.86M +$14.7K +31 +0.4%
UBV
1702
United Bank (Virginia)
Virginia
$3.85M -$409K -860 -10%
PAM
1703
Pegasus Asset Management
New York
$3.84M -$75.1K -158 -2%
MWP
1704
Madison Wealth Partners
Wisconsin
$3.84M +$33.7K +71 +0.9%
RWP
1705
Ridgecrest Wealth Partners
California
$3.83M +$33.3K +70 +0.9%
GHA
1706
GW Henssler & Associates
Georgia
$3.83M +$2.22M +4,679 +138%
Cohen & Steers
1707
Cohen & Steers
New York
$3.83M
AT
1708
Avalon Trust
New Mexico
$3.82M +$430K +904 +13%
RA
1709
Regis Acquisition
Colorado
$3.82M
BA
1710
BCM Advisors
Louisiana
$3.82M +$12.3K +25 +0.3%
CPW
1711
Catalyst Private Wealth
California
$3.81M -$26.1K -55 -0.7%
PCS
1712
Personal CFO Solutions
New Jersey
$3.8M +$172K +361 +5%
TI
1713
Truepoint Inc
Ohio
$3.8M -$1.63M -3,430 -30%
AB
1714
Atlas Brown
Kentucky
$3.8M +$599K +1,261 +19%
CWM
1715
Chesapeake Wealth Management
Virginia
$3.8M +$73.7K +155 +2%
FLI
1716
Family Legacy Inc
South Carolina
$3.8M -$222K -468 -6%
OP
1717
ORG Partners
Indiana
$3.79M +$2.85M +5,994 +303%
JHCP
1718
Jackson Hole Capital Partners
Oklahoma
$3.79M +$371K +781 +11%
GSWM
1719
Greenup Street Wealth Management
Michigan
$3.79M +$2.94M +6,180 +346%
LCS
1720
Levin Capital Strategies
New York
$3.78M +$103K +216 +3%
TPWA
1721
Twin Peaks Wealth Advisors
California
$3.78M +$3.78M +7,954 New
LRWA
1722
Long Run Wealth Advisors
New York
$3.78M +$107K +226 +3%
WP
1723
WMS Partners
Maryland
$3.77M -$237K -498 -6%
AAIM
1724
Asset Advisors Investment Management
Georgia
$3.76M -$318K -668 -8%
CGH
1725
Crossmark Global Holdings
Texas
$3.76M +$2.85M +5,999 +314%